JPMORGAN CHASE & CO
Top Portfolio Positions
4,161 positions ·
$1,220,817,124,272 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
447,798,884 | $78,096,125,362 | 6.40% | |
| AAPL |
Apple Inc.
Technology
|
231,622,141 | $58,783,383,151 | 4.82% | |
| MSFT |
Microsoft Corp
Technology
|
127,128,999 | $47,059,341,549 | 3.85% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
168,937,577 | $35,184,629,150 | 2.88% | |
| SPY |
Spdr S&P 500 ETF Trust
|
45,790,886 | $29,779,644,796 | 2.44% | |
| META |
Meta Platforms, Inc.
Communication Services
|
50,180,811 | $28,709,947,385 | 2.35% | |
| AVGO |
Broadcom Inc.
Technology
|
91,782,808 | $28,407,696,893 | 2.33% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
74,571,258 | $23,176,001,260 | 1.90% | |
| NEE |
Nextera Energy Inc
Utilities
|
221,191,561 | $20,544,272,176 | 1.68% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
70,925,551 | $20,395,351,436 | 1.67% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SERA
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $450 | 222 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $654 | 222 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $679 | 222 | Shares | Defined | 2025-11-26 | |
| 2025-06-30 | $404 | 146 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $2,646,743 | 719,224 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $6,315,588 | 775,871 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $6,901,961 | 884,867 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $70,239 | 11,865 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $535,025 | 58,794 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $333,617 | 55,789 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $1,783 | 959 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,159 | 959 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $3,672 | 959 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $1,208 | 959 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,452 | 2,158 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,373 | 1,447 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,395,152 | 368,114 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $2,867,022 | 417,325 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,594,373 | 143,508 | Shares | Defined | 2021-11-12 | |
| No 13F history on record for this holder in this stock. | ||||||